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Description

Ready to hit the ground running with your financial resolutions? David gives a list of seven things to cover in this two-part series.

 

Check out part 1 here: https://coveryourassetskc.com/episode-106-2021-financial-new-years-resolutions-part-1/ 

 

Read more and get additional resources here: https://coveryourassetskc.com/episode-107-2021-financial-resolutions-part-2/ 

 

What we discuss on this episode: 

0:54 - What were the first three financial resolutions?

3:00 - Save as much as you can as early as you can.

7:11 - Are you taking advantage of systematic savings? 

12:36 - Have you done your annual net worth statement?

19:17 - Have you checked your beneficiary designations?